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jon fortt has details on this still developing story. john jon. >> what's so unusual about this story is how officials are saying how hackers got to our front gate. apple is saying the same job vulnerability that hackers use to snoop around facebook employee computers, allowed hackers to infect some apple employee machines. apple says it was able to quarantine the affected computers from the network and has no information that the hackers actually got any doubta out. apple has released a patching saying they will keep them from use the same trick to snoop around your computer and the company points out it's got the ability to shut down your mac any time it hears a new vulnerability has popped up. this isn't the end of the story. there will be continuing java vulnerabilities and what's happening here is these are very sophisticated digital burglars going after the highest end digital addresses on earth. >> half an hour left in the trading session. the dow up about 50 points, holding above 14,000. that's a number to keep an eye on. >> comi
jon fortt has details on this still developing story. john jon. >> what's so unusual about this story is how officials are saying how hackers got to our front gate. apple is saying the same job vulnerability that hackers use to snoop around facebook employee computers, allowed hackers to infect some apple employee machines. apple says it was able to quarantine the affected computers from the network and has no information that the hackers actually got any doubta out. apple has released a...
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>> jon, thank you for that. keep us posted. and dell has been trading above the lbo price that michael dell is offering. so, i guess the question is, is the conference call offering any gl glimmers of hope and maybe another deal can come in, however unlikely that may be? >> i think that's so, so remote that another group -- that seems almost impossible. we have an expert on later, but i want to ask a question about, is this sort of shareholder revolt enough where some say, no deal is better than this deal. >> is there any reason to be in dell? >> i don't see any better reason. >> does this make you feel better about hp? >> not really. we've been on hpq since the autonomy announcement. but i go back to a couple of weeks ago, $17.32 high on monster volume. it needs to get above $18 for the next leg and i don't think it's going to happen. >> it's not just dell that is facing a possible deal. companies are buying each other, with office depot and office max the latest to hit the wire. joining us now is keith moore, event-driven str
>> jon, thank you for that. keep us posted. and dell has been trading above the lbo price that michael dell is offering. so, i guess the question is, is the conference call offering any gl glimmers of hope and maybe another deal can come in, however unlikely that may be? >> i think that's so, so remote that another group -- that seems almost impossible. we have an expert on later, but i want to ask a question about, is this sort of shareholder revolt enough where some say, no deal...
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jon fortt with the breakdown of the quarter and then back to the broader markets. >> reporter: maria, first thing i want to point out is dell says they are not giving guidance because of the transaction that they are trying to get done and take the company private. let's look at the numbers, their 14.3 billion. eps slight beat. large enterprise came in -- there's margins, a little bit better -- that number was $4.7 million. the consumer particularly we can in my eyes and margins very slim. 8 million of operating income. america is down 10%. asia-pacific, which had been a bright spot a year ago, that is down 9% so down less than the others, but all of these are -- are down, and the public sector continued to be a point that hurt dell, though perhaps not as much as some people expected. maria? >> thanks, john. >> reaction to the numbers. brian, god to have you on the program. >> well, as far as well is concerned i'm not seeing what the upside would be except getting into it, trading at might times earnings, blue it's in a rhetttive market. it the feels a lot like microsoft did about ten
jon fortt with the breakdown of the quarter and then back to the broader markets. >> reporter: maria, first thing i want to point out is dell says they are not giving guidance because of the transaction that they are trying to get done and take the company private. let's look at the numbers, their 14.3 billion. eps slight beat. large enterprise came in -- there's margins, a little bit better -- that number was $4.7 million. the consumer particularly we can in my eyes and margins very...
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thank you very much jon fortt. >> a fun time on "street signs." the race to 1,000. which stocks hits first. google pulling away. what's more impressive google has 330 million stairs outstanding while price line has 49 million. google's run all the more impressive. >> i guess the question here is if google can go higher. let's bring in mark, and hudson square research and a friend of the company, friend of the station, product strategist at redesign mobile. to all of you, thank you for joining us. mark, let me get to you on guru. you say $830 a share, here we come. why? >> i don't think current valuation trading 15 times next year's earnings, secondly a mobile thesis believe internet usage undermine economics. we're starting to see that mobile bear, traffic acquisition costs stabilize. if that continues a positive for the stock. third, a strong youtube asset. fourth google is a good play off international recovery, european emerging markets recovery. dpoog wins off that. we think the stock goes higher. >> dan, what's your concern around google. do you have any? >> we
thank you very much jon fortt. >> a fun time on "street signs." the race to 1,000. which stocks hits first. google pulling away. what's more impressive google has 330 million stairs outstanding while price line has 49 million. google's run all the more impressive. >> i guess the question here is if google can go higher. let's bring in mark, and hudson square research and a friend of the company, friend of the station, product strategist at redesign mobile. to all of you,...
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thank, jon. want to get more insight on what to expect tonight from david katz. david, good to see you. >> thank you. >> you think a deal does get down but maybe not at this price? >> that's correct. we think michael dell is the best buyer but we think he's got to up the price. you've gotten a lot of shareholder resistance. a 20-plus value, we don't think that is going to get paid for. we think you probably have to get the price up to 14 1/2, 14 3/4 to get the majority of share holders to buy into this. >> for that sweetener you credit whom? >> southeastern and some of the large value shareholders who are putting pressure that this price is much, much too low has emb e emboldened others to step up. they are paying six times earnings if you adjust to cash. it's the cheapest 25 stocks in the s&p 500. to take a company private, you should be paying a little bit more for that. >> i assume you've done a decent study into cash flow in this business and declining era of p.c. sales. how confident are you that that gets turned around, even once in the protection of being
thank, jon. want to get more insight on what to expect tonight from david katz. david, good to see you. >> thank you. >> you think a deal does get down but maybe not at this price? >> that's correct. we think michael dell is the best buyer but we think he's got to up the price. you've gotten a lot of shareholder resistance. a 20-plus value, we don't think that is going to get paid for. we think you probably have to get the price up to 14 1/2, 14 3/4 to get the majority of...